
Legacy Giving
Leave a legacy of new tomorrows.
A gift in your will is a promise to the next generation of families in St. Albert — that the support you believe in will still be here, long after today.
The options
Ways to leave a gift
There’s more than one way to leave a legacy. Your lawyer or financial advisor can help you choose what fits — here are the most common.
A gift in your will
The simplest way to leave a legacy. Leave a set amount, a share, or whatever remains of your estate — and you can change it any time.
Life insurance
Name Transitions as a beneficiary of a policy, or give one you no longer need — a meaningful gift at a modest cost.
Registered funds
Naming Transitions as a beneficiary of an RRSP, RRIF or TFSA is simple — and can be one of the most tax-effective ways to give.
Gifts of securities
Donating appreciated stocks or mutual funds directly can eliminate the capital-gains tax you’d otherwise pay on them.
Let’s talk
No pressure, ever
Planning a legacy gift is personal, and there’s no rush and no obligation. Whether you’re just curious or you’ve already included us in your will, we’d love to hear from you — in complete confidence.
Do I have to decide anything now?
Not at all. You can explore quietly, take your time, and involve your family and advisors whenever you’re ready.
Can I change my mind later?
Always. A gift in your will is yours to adjust at any point in your life.
Do I need to tell you?
No — but if you have included us, we’d love to know, so we can thank you and keep you close to our work.

